See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,661 | $29,319-94.3% | $52,425-96.8% | $82,448-98.0% |
| Participation rate | 82.5% | 46.9%+35.6pp | 55.6%+26.9pp | 68.1%+14.4pp |
| Annual return | 25.67% | 535.20%-509.5pp | 302.12%-276.5pp | 41.64%-16.0pp |
| Employer contribution / active EE | $252 | $586-57.0% | $914-72.4% | $2,551-90.1% |
| Participant deferral / active EE | $1,087 | $1,171-7.2% | $1,790-39.3% | $4,139-73.7% |
| Admin fee / account holder | $60 | $1,962-96.9% | $2,495-97.6% | $7,234-99.2% |